Manually Entered Accounts and Holdings
Create a Manual Account
- The name of the account. Typically, this name will describe a set of holdings, e.g., “Real Estate” or “Comic Book Collection”
curl -X POST -H "Authorization: Bearer a724809d37d0a21b7e9257f45cee416f5aec61993ab4b09e" \ -H "Content-Type: application/json" \ -d '{"name" : "Real Estate"}' \ "https://api.quovo.com/v3/users/162703/manual_accounts"
Creating a manual account will automatically create a new connection_id on the “Manually Entered Holdings” institution (institution_id 21639).
Add a Manual Holding
- The name of the holding e.g., “Uncanny X-Men #1”
- The value of the holding. If only value is given, we will default to a quantity of 1 and a price equal to value
- The price and quantity . We will calculate the value using the given price and quantity, e.g. 4 copies of “Uncanny X-Men #1” at $10,000 each
curl -X POST \ -H "Authorization: Bearer a724809d37d0a21b7e9257f45cee416f5aec61993ab4b09e" \ -H "Content-Type: application/json" \ -d '{"name": "Quovo Condo", "value": 812500}' \ "https://api.quovo.com/v3/manual_accounts/1042111/manual_holdings"To update your manual holding, make a PUT call to https://api.quovo.com/v3/manual_accounts/{account_id}/manual_holdings including the symbol of the holding and its new value , or price and quantity . To delete your manual holding, make a DELETE call to https://api.quovo.com/v3/manual_accounts/{account_id}/manual_holdings and pass the the symbol of the holding.
Note: You can not change the name of a manual holding after it’s been created. Quovo appends the account_id to the name of every manual holding in order to guarantee a unique symbol. For example, “Uncanny X-Men #1” will become “Uncanny X-Men #1 (1042111).”